Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Crochet, a Chartered Financial Consultant, provides financial planning services to individuals, families, and businesses. Gerald has been in the financial services industry since 1993, working with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company before founding Acadian Wealth Management. Gerald also holds a law degree and manages several businesses, including Crochet & Landreneau, PLLC, Total Financial Security, LLC, and Crochet Enterprises, LLC. Acadian Wealth Management provides financial planning services to individuals, families, and businesses. The firm specializes in providing financial advice on a variety of financial matters, including retirement planning, investment management, and estate planning. The firm serves clients of all income levels and has a strong track record of providing high-quality financial advice to its clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
05/28/2020 - Present
Acadian Wealth Management (LITTLE ROCK AR)
MA
05/03/1993 - 07/28/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/03/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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